Compliance March 29th, 2023 DISH Network Retirement Plan Survives Legal Challenge The plan had been challenged for excessive fees and underperformance under ERISA, but a federal judge dismissed the complaint.
Compliance March 8th, 2023 Managing Investment Risk in Chinese Assets An expert panel hosted by CII discussed the risks of investing in China and what it means for retirement plan...
Compliance February 2nd, 2023 Federal Magistrate Judge Recommends Dismissal of ERISA Case Against Dish Network The plaintiffs have 14 days to resubmit and restate their claim in the excessive-fee case.
The Markets January 23rd, 2023 TDF Mutual Fund Flows Jump 35%, With CITs Stealing Growth Target-date mutual funds were by far the top investment vehicle for retirement savers last year, but new research shows collective...
Data & Research October 26th, 2021 Morningstar Finds ESG Funds Are More Expensive Than Conventional Funds In general, fund fees continue to decline, including those of actively managed funds.
Deals & People January 17th, 2019 Bogle’s Death Shines Light on a Persistent Fee Debate The death of Vanguard Group founder Jack Bogle offers a chance to reflect on the long-standing debate regarding passive and active management and the role of controlling fees...
Data & Research November 16th, 2018 Americans Reporting Feeling More Exposed to Market Volatility And a majority, 65%, say it is tougher now to get ahead financially than it was before the financial crisis, Natixis found in a survey.